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Vanguard Dividend Appreciation ETF

2,286 hedge funds and large institutions have $39.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 937 increasing their positions, 864 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

401% more call options, than puts

Call options by funds: $126M | Put options by funds: $25.1M

18% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 101

8% more repeat investments, than reductions

Existing positions increased: 937 | Existing positions reduced: 864

0.08% less ownership

Funds ownership: 45.98%45.9% (-0.08%)

1% less funds holding

Funds holding: 2,3172,286 (-31)

6% less funds holding in top 10

Funds holding in top 10: 278262 (-16)

17% less capital invested

Capital invested by funds: $47.9B → $39.6B (-$8.32B)

Holders
2,286
Holders Change
-31
Holders Change %
-1.34%
% of All Funds
30.65%
Holding in Top 10
262
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.76%
% of All Funds
3.51%
New
119
Increased
937
Reduced
864
Closed
101
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1076
Carret Asset Management
New York
$1.33M +$28.8K +145 +2%
CB
1077
Community Bank
New York
$1.33M
SB
1078
Simmons Bank
Arkansas
$1.33M
PJWM
1079
Philip James Wealth Mangement
Georgia
$1.33M -$51.1K -257 -4%
FCA
1080
Fortis Capital Advisors
Kansas
$1.33M +$125K +629 +10%
EHC
1081
Everett Harris & Co
California
$1.33M
BDF
1082
Black Diamond Financial
Maryland
$1.32M -$225K -1,134 -14%
WMG
1083
WESCAP Management Group
California
$1.32M
BCMLT
1084
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.32M -$243K -1,223 -15%
GCM
1085
Gallacher Capital Management
Colorado
$1.32M +$1.39K +7 +0.1%
JHC
1086
J. Hagan Capital
Kentucky
$1.31M +$1.34M +6,714 New
MWA
1087
Monograph Wealth Advisors
California
$1.31M +$795 +4 +0.1%
ESB
1088
Essex Savings Bank
Connecticut
$1.31M -$4.77K -24 -0.4%
WCM
1089
Weik Capital Management
Pennsylvania
$1.31M +$21.9K +110 +2%
PFA
1090
Pure Financial Advisors
California
$1.31M +$119K +600 +10%
BA
1091
Bluesphere Advisors
Pennsylvania
$1.31M -$249K -1,254 -16%
CFO
1092
Callan Family Office
Pennsylvania
$1.3M
FRA
1093
Frank Rimerman Advisors
California
$1.3M +$994 +5 +0.1%
CFP
1094
Catalyst Financial Partners
Massachusetts
$1.3M +$15.1K +76 +1%
TIA
1095
Traphagen Investment Advisors
New Jersey
$1.29M +$14.1K +71 +1%
CG
1096
Cynosure Group
Utah
$1.29M
VCM
1097
Virtue Capital Management
Tennessee
$1.28M +$1.31M +6,613 New
ACM
1098
AUA Capital Management
Pennsylvania
$1.28M -$23.3K -117 -2%
AWM
1099
Avior Wealth Management
Nebraska
$1.28M -$282K -1,418 -18%
PP
1100
Prudential plc
United Kingdom
$1.28M -$1.73M -8,720 -57%

VIG Hedge Fund Activity: Q1 2025 in Review

2,286 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2025, worth a combined $39.6B — down 17% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new VIG positions and 101 closed out — a net gain of 18 holders — while 937 added to existing stakes and 864 trimmed.

The largest buyer was Prudential Financial, adding an estimated $473M. The largest seller was Bank of America, cutting an estimated $570M.

  • 2,286 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2025, down from 2,317 in Q4 2024.
  • Funds reported $39.6B of Vanguard Dividend Appreciation ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 119 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2025 and 101 closed out, a net change of +18 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2025 was Prudential Financial, an estimated $473M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2025 was Bank of America, an estimated $570M sold.

Based on aggregated 13F filings for Q1 2025.